See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,792 | $53,822+349.2% | $75,696+219.4% | $85,850+181.6% |
| Participation rate | 97.7% | 69.1%+28.6pp | 74.8%+22.8pp | 69.3%+28.4pp |
| Annual return | 21.56% | 24.54%-3.0pp | 104.53%-83.0pp | 318.53%-297.0pp |
| Employer contribution / active EE | $4,836 | $2,017+139.8% | $2,743+76.3% | $2,565+88.5% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $14,743 | $3,343+341.0% | $3,619+307.4% | $6,260+135.5% |